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| Lifetime Financial Growth (LFG), LLC |
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Mission statement:
To provide excellence in service and innovative financial product design to help our clients reach their financial objectives in the creation, maximization, protection and enjoyment of wealth. We do this by advocating for them to make informed financial decisions which reflect their value system, love of family, and commitment to community.
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Overview:
Lifetime Financial Growth (LFG) is a regional firm comprised of offices in Cincinnati, Cleveland, Columbus and Dayton, Ohio; Louisville, Kentucky; Pittsburgh, Pennsylvania; and Morgantown, West Virginia.
When you become an LFG client you will have access to the intellectual capital of more than 200 financial representatives with diverse expertise in the areas of wealth accumulation, income and wealth protection, investments/equities services, employee benefits and estate planning, all while maintaining the personalized service of a much smaller enterprise.
Our team of associates is comprised of some of the most dedicated and well-educated individuals in our industry. They recognize the importance of continuing education and hold many professional degrees including
CFP® (Certified Financial Planner)
CLU® (Chartered Life Underwriter)
LUTCF (The LUTC Fellow Designation)
CPA (Certified Public Accountant)
AAMS® (Accredited Assets Management Specialist)
CAP (Chartered Advisor in Philanthropy)
CLTC (Certified in Long Term Care)
Attorneys
Our associates are also very involved with their communities.
Many have been either presidents or board members of the National Association of Insurance and Financial Advisors local and state chapters, and they hold many volunteer positions for numerous philanthropic activities. We are very proud of their involvement to make our industry and community better.
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History:
Founded in 1969, Luttner Financial Group, Ltd, a Lifetime Financial Growth Company, (LFG) has dedicated its efforts to helping our clients create, maximize, protect and enjoy their wealth. In June 2002, Capital Planners merged with the Luttner. From there, the firm’s growth became exponential. As Luttner re-invested substantially in to the training and development of utilizing this model, other companies and financial service professionals in the tri-state region, including Wilson Advisory Group and Executive Benefits, Cincinnati, OH saw the significant value they could bring to their clients by using the LFG business model, unique processes and technologies. Partnerships and strategic alliances grew into the new organization which collectively has been named Lifetime Financial Growth, LLC. LFG is one of the region’s largest financial services firms with offices in Pennsylvania, Ohio, Kentucky, West Virginia and Indiana.
Clients of LFG have access to the intellectual capital of more than 200 financial representatives with diverse expertise in the protection and accumulation of wealth, investments, executive benefits, employee benefits, business planning and estate planning. Many of our professionals carry advanced degrees and designations including, Juris Doctorate (JD), Master of Business Administration (MBA), Certified Public Accountant (CPA), Chartered Life Underwriter (CLU®), Certified Financial Planner (CFP®), and Certification for Long Term Care (CLTC). With LFG’s team-based approach, our clients benefit from the collective, unique abilities and expertise of our professional advisory force while enjoying the one-on-one service of a much smaller enterprise.
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